Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 03/08/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EAURX (First Eagle Gold Fund Class R3) | NA | -4.66% | -2.61% | 6.89% | NA | NA | NA | 5.47% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAURX (First Eagle Gold Fund Class R3) | 05/03/2018 | 03/08/2024 |
The return data shown below all have the same latest date: 03/08/2024.
AR inception is since 05/03/2018.
AR inception is since 05/03/2018.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.66 | -2.61 | 6.89 | NA | NA | NA | 5.47 | -14.92 | 6.66 | -1.82 | -7.90 | 29.55 | 38.56 | -11.39 |
| Sharpe Ratio | NA | -0.38 | -0.19 | 0.20 | NA | NA | NA | 0.12 | -2.79 | 0.11 | -0.11 | -0.37 | 0.81 | 1.87 | -0.85 |
| Standard Deviation(%) | NA | 22.36 | 24.45 | 26.71 | NA | NA | NA | 25.93 | 22.06 | 22.64 | 29.67 | 21.16 | 36.03 | 19.91 | 21.36 |
| Draw Down(%) | NA | 24.05 | 34.15 | 37.70 | NA | NA | NA | 37.70 | 14.92 | 22.89 | 34.15 | 19.29 | 25.09 | 13.42 | 22.60 |
| Yield(%) | 0.00 | 0.31 | 0.39 | 0.74 | 0.34 | 0.23 | 0.17 | 0.69 | 0.00 | 0.29 | 0.00 | 0.75 | 1.43 | 0.05 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAURX (First Eagle Gold Fund Class R3) |
-6.57%
Sep 2020 - Sep 2023 |
6.84%
Feb 2019 - Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAURX (First Eagle Gold Fund Class R3) |
21.53%
Aug 2018 - Aug 2021 |
13.73%
Nov 2018 - Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart